Career HIGHLIGHTS
AMP New Zealand
Auckland, New Zealand
August 2018 – December 2023
Product Manager
- Transferred 3 Legacy Schemes to new Manager, Wound Up 2
- Maintained FMCA Compliance for 6 Legacy Schemes
- Oversaw Production of All Legacy Scheme Member Statements
- Located Scheme Members with Unclaimed Monies
- Participated AMP Corp. Purpose and Values Project
Retirement Revolution
Pasadena, California, USA
Aug 2014 - Dec 2014
Product Manager
- Designed online pension product offering for micro-businesses
International Consulting Experience
May 2003 – June 2013
CompanyCountryDate AccomplishmentsAdam Smith International, UKNigeriaAugust 2010-December 2013
- Drafted Government Negotiating Framework for Resolving Union Pension Concerns to complete Privatisation of the Power Sector
- Participated in Government-Union Negotiations
Bankworld International, USARwandaFebruary-March 2010,
October 2010
- Drafted Regulations for Government Pension Scheme
- Designed Audit Plan and Lead the First Ever Audit of the Government Scheme by the Regulator, the National Bank of Rwanda
Adam Smith International, UK
South SudanMay 2009-October 2009
- Drafted Report Regarding Pension Stabilisation Prior to Independence
- Presented Summary of Work to H.E.
Salva
Kir, President
Bearing Point, USAIraqApril 2008-February 2009
- Trained Government National Pension Fund (GNPF) Staff
- Developed Future State Organization Draft for GNPF
Bearing Point, USA EgyptSeptember 2007-October 2008
- Provided Input on Possible Consolidation of the Government and Private Pension Schemes
Bearing Point, USAIraqApril 2005-August 2009
- Worked to Re-Establish Private Sector Contributions Post Conflict
- Trained Private Sector Government Pension Staff on Data Entry
- Analyzed Key Components of Registry System for U.S. State of Kentucky
IOS Partners, USAKazakhstanMay 2003
- Provided Input for Strategy Paper on State of Government Pension Scheme
Franklin Templeton Investments
Rancho Cordova, California, USA
Oct 1993 - Dec 1999
Vice President
Built and managed a defined contribution daily valuation recordkeeping service similar to Kiwi Saver provider offerings. Staff of 50+ with 6 direct reports.
- Selected all critical business components for start-up business including:
- Grew the business over 5 years to $1.2 billion in scheme assets under management, 530 retirement scheme clients and over 65,000 scheme participants.
Charles Schwab Trust Company
San Francisco, California, USA
May 1992 - Sep 1993
Vice President
- Ran the Trust Company Relationship Management Unit
- Developed innovative internet link that provided institutional customers online access to Schwab's Mutual Fund Marketplace
- Presented new link to largest pension recordkeepers in America, and assisted in sales presentations and
- Helped grow the new business pipeline to $1 Billion in assets.
Union Bank of California
San Francisco, California, USA
Sep 1981 - Apr 1992
Vice President
- Performed bank branch audits as audit team member;
- Lead first corporate audit of banks Marketing Division;
- Resolved a significant accounting issue in the bank’s “KiwiSaver” pension scheme;
- Managed bank’s retirement and long- term disability plans covering 5,000 employees and retirees;
- Worked as contact person and project lead for defined benefit scheme termination which return over $80 million to bank from scheme over-funding;
- Served as acting Manager of Portland Employee Benefit Trust unit and helped resolve client issues with significant labor unions and;
- Founded the bank’s pension scheme registry business unit, including installation of key software.
